Changelog

Our new ASK REMI AI Agent can help answer your quick questions regarding your account data! To start using REMI, locate the green 'Ask Remi' in your account's top menu! Remi can help you if you have questions about;

• Expiration Items

• Contacts

• Document Types

• And other record types!

Remi will only answer from records you can access, and is grounded in your account data. If your account has more than one Workspace, it will only answer questions about data in the current Workspace you are working in.

Remi is available now for all customers, so we can receive continued feedback. So please let us know how Remi is doing through our Customer Support Channel or Feedback Channel (found under your grad hat icon → ‘suggest an idea’). In the future, we will provide a set amount of free AI credits so that customers can use Remi up to a limit.

Hello Valued Expiration Reminder Customer,

Could you use a bit of extra assistance navigating your Expiration Reminder account in our newly launched interface? 

If so, or perhaps you just want to tune up on your basic Expiration Reminder skills, then we invite you to join us for a free live webinar on Wed. Nov. 11th at 1:30 PM Eastern Standard Time (EST).

Hosted by our Customer Success Manager, she will do a one-hour live Back to Basics webinar in the new UI! Topics covered will be items like;

• Interpreting the main Dashboard

• Adding/renewing expiration items

• How to manage your Document Types including reminder frequencies

• Managing list views/exporting data

• The employee/vendor portal to allow your contacts to self-serve/securely renew their own expiration items

• And more!

If you would like to join this live session, please register at the link below, and you will be emailed a Zoom link to join at the specified date and time.

We look forward to seeing you there! Can’t make the live session? It will be recorded and posted on our website under ‘Webinars’.

Register here: https://us02web.zoom.us/webinar/register/WN_e-8QIq_mT1WwU1Czpi_RQQ

Redesigned Employee Portal

We've rebuilt the employee portal from the ground up so the people who hold documents can see exactly what needs attention and act on it in a few clicks.

What you can do:

• Start on a home dashboard that leads with an "action required" list of expired, expiring, missing, and rejected items, each with days remaining and a direct button to renew, upload, or re-submit.
• Work a single My Tasks list that combines pending policy acknowledgements with expiration items, and see the admin's reason when something is returned for changes.
• Complete onboarding through a guided, multi-step form with a "does not expire" option, custom fields, and saved drafts, then set your own reminder preferences (for example 30, 14, or 7 days ahead).

Employees reach all of this from their portal home screen. It now works on tablet and phone, and it includes a dedicated accessibility pass covering keyboard navigation, visible focus states, screen reader labels, and color contrast.

Your existing documents, renewals, and policy acknowledgements are unchanged.

Read the full release notes: https://www.expirationreminder.com/changelog/employee-portal-redesign